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Work Background
Olympus Insurance CompanySenior Financial Planning Analyst
Aug. 2023Jacksonville, Florida, United States
Magic MemoriesFinance Manager - North America Region
Sep. 2021 - Feb. 2023Denver, Colorado, United States
Romano's Macaroni GrillFinance Manager
Oct. 2020 - Aug. 2021Denver, Colorado, United States
CraftWorks Restaurants & Breweries, Inc.Senior Financial Analyst
May. 2019 - Mar. 2020Broomfield, CO• Annual Budget
• Menu LTO Pro-Forma & Sunset Mix review
• Direct Mail Tracking & Sunset ROI
• Weekly Brewery Group Scorecard
• Weekly Labor Scorecard
• Weekly Loyalty Scorecard
• New Menu pricing
• Pmix Analysis - Cannibalization/Trade Up-Down impact
• Ad-hoc reporting and analysis for CEO, President, VP Finance and Marketing team
Pearl IzumiFinancial Analyst
Mar. 2018 - May. 2019Louisville, CO• Created Marketing ROI Model
• Created Channel P&L
• Created Forecast Accuracy
• Created Monthly OPEX Review deck
• Monthly OPEX Forecast
• Weekly/Monthly Sales/OPEX reporting to Shimano
• Operating Expenses
• Ad-hoc reporting and analysis for President, VP Finance, and VP Operations
MillerCoorsContract - Forecasting, Planning & Commercialization
Jul. 2017 - Feb. 2018Golden, CO• Built Forecast Bridge
• Revamped Forecast Accuracy Scorecards
Crocs, IncSenior Financial Analyst - Global Retail
May. 2016 - Apr. 2017Niwot, CO• Built New Unit Tracking Report
• 1st 12 month Sales/Margin/SG&A - vs Proforma
• Built 3 Year Plan Model
• Regional Retail Rollup/Corporate SG&A Rollup/Interactive Inputs for Variable Assumptions
• eCommerce Finance liaison
• Month End - Accruals/Allocations
• Develop Capex Business Plans
• ROI/IRR
• Ad-hoc reporting and analysis for CEO, COO & CFO
SSCP Management, Inc.Finance Manager
Jul. 2015 - Jan. 2016Dallas/Fort Worth Area• Organize and distribute Weekly Sales Call deck
• Forecast weekly sales for all 20 stores
• Created a faster and more accurate forecast
• YOY Sales Bridge
• 2016 Budget
• Sales Growth
• Operating Expenses
• Operating Labor Matrix
• Create new bonus structure for all locations
• Managing Partners
• Regional Directors
• ROI analysis on discount and marketing programs
• Ad-hoc reporting and analysis for CEO, COO & CFO
RichemontSr. Financial Analyst - Operations
Mar. 2014 - Jul. 2015Fort Worth, Texas• Financial support for three Texas platforms: Regional Technical Center, Regional Contact Center, Distribution Center
• Annual Operating Budgets
• Forecasting
• Monthly Variance Reporting
• Monthly Headcount Reconciliation
• Coordinate and conduct required audits on process and controls
• Monthly accounting journal entries
• Implement proper coding of expenses aligned with G/L budgeted expenses
• Ensure appropriate controls and processes are in place for invoice approval and coding to the appropriate area
• Reclasses
• Accruals
• Report at individual level for T&E expenses
• Analyze allocation keys
• Ad-Hoc Reporting & Special Projects
• Annual commission and bonus plan for Brand Ambassadors
• Baume & Mercier Margin analysis
Dr Pepper Snapple GroupSr. Financial Analyst
Apr. 2011 - Mar. 2014• Financial support for High Country Region (Four Branches [Denver, CO – Albuquerque, NM – Amarillo, TX – Lubbock, TX])
• Annual Operating Budgets
• Weekly Volume & Revenue Forecasts
• Monthly Financial Reporting for Region & Branch Business Reviews
• Individual Branch P&L
• Labor Reports
• Break/Shrink Analysis
• Deep dive analysis on Route/Chain/Brand/Package data
• Scorecards & Branch Rankings
• 2012 Production & Full System Analysis
• Monthly accounting journal entries
• Reclasses
• Accruals
• Ad-hoc reporting & analysis for Branch Managers, Regional Account Executives, Regional Marketing Director, Finance Manager & Director of Finance
• Manage the AP Clerk position
• Help develop and define AP Clerk job description & responsibilities
• Accounts Payable & Receivable responsibilities
• POD (Proof of Delivery) Process and procedures
• NSF Process and procedures
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